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Top Quartile Report

Each quarter our Data and Analytics team scrutinizes tens of thousands of investments using the Fi360 Fiduciary Score® to understand their peer percentile ranking. The Fiduciary Score evaluates these investments across a spectrum of nine quantitative data points to determine if it meets a minimum fiduciary standard of care.

Investment selection and monitoring is an important fiduciary responsibility (Practice 4.1), and the Fi360 Fiduciary Score® was designed to help the marketplace understand if funds are performing well from a fiduciary perspective.

Q1 2018 Top Quartile Report

This quarter, nearly 78,000 investments were scored and 18 percent achieved the highest mark of a zero score, passing the scrutiny of nine rigorous filters. Check out a preview.

Download the Q1 2018 Top Quartile Report

White Papers

About this paper:

A company’s (or a person’s) reputation is a measure of how others perceive their quality and character. It is the consensus opinion of whether that company can be trusted. Investment advisors must be perceived as trustworthy. Without trust, there is no basis for an advisory relationship and the business cannot exist.

This white paper for investment advisors covers four key points.

Reputation is an advisor’s most valuable asset.

Your business success is largely a matter of intentionally building, protecting and promoting your reputation.

There are specific factors, grounded in fiduciary principles, that advisors can manage to build a great reputation.

By building a great reputation, you benefit your business, the profession and your clients.